Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.7K- 2.3% |
$144K - $151K
|
200K
$6.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-4.72K- 24.64% |
$145K - $151K
|
14.4K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.74K- 22.18% |
$145K - $152K
|
16.6K
$542K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.89K- 13.28% |
$150K - $157K
|
31.9K
$1.04M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-4.93K- 1.66% |
$151K - $158K
|
292K
$9.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.01K- 2.16% |
$153K - $161K
|
227K
$7.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.01K- 34.97% |
$153K - $161K
|
9.31K
$304K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.02K- 7.32% |
$154K - $161K
|
63.6K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.09K- 16.6% |
$156K - $164K
|
25.6K
$834K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.12K- 11.49% |
$157K - $165K
|
39.5K
$1.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-5.18K- 33.74% |
$159K - $166K
|
10.2K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.26K- 11.69% |
$161K - $169K
|
39.8K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.27K- 27.65% |
$161K - $169K
|
13.8K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.37K- 3.16% |
$165K - $173K
|
165K
$5.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.4K- 13.36% |
$166K - $174K
|
35K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.53K- 2.52% |
$169K - $178K
|
214K
$6.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.61K- 6.15% |
$172K - $180K
|
85.6K
$2.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.67K- 12.78% |
$174K - $182K
|
38.7K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5.71K- 1.33% |
$175K - $183K
|
423K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-5.79K- 7.91% |
$177K - $186K
|
67.4K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.89K- 22.29% |
$180K - $189K
|
20.5K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.13K- 11.43% |
$188K - $197K
|
47.5K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6.41K- 0.89% |
$196K - $206K
|
714K
$23.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.51K- 31.71% |
$199K - $209K
|
14K
$457K
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-6.51K- 6.8% |
$199K - $209K
|
89.2K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.56K- 2.81% |
$201K - $211K
|
227K
$7.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.56K- 11.42% |
$201K - $211K
|
50.9K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-6.62K- 16.21% |
$203K - $213K
|
34.2K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.73K- 3.7% |
$206K - $216K
|
175K
$5.7M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.79K- 28.4% |
$208K - $218K
|
17.1K
$558K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.84K- 1.88% |
$210K - $220K
|
358K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-6.92KClosed |
$212K - $222K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-6.97K- 20.81% |
$214K - $224K
|
26.5K
$865K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-7.23K- 1.45% |
$222K - $232K
|
493K
$16.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.33K- 35.46% |
$225K - $236K
|
13.3K
$435K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.35K- 19.6% |
$225K - $236K
|
30.1K
$982K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-7.37K- 49.04% |
$226K - $237K
|
7.66K
$250K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-7.43K- 48.52% |
$228K - $239K
|
7.89K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.47K- 9.77% |
$229K - $240K
|
69K
$2.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-7.5K- 78.95% |
$230K - $241K
|
2K
$65.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.68K- 11.42% |
$235K - $247K
|
59.6K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.69K- 34.56% |
$236K - $247K
|
14.6K
$474K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.94K- 52.09% |
$243K - $255K
|
7.3K
$238K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-8.39K- 6.34% |
$257K - $270K
|
124K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-8.43K- 42.9% |
$258K - $271K
|
11.2K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-8.47K- 20.56% |
$260K - $272K
|
32.7K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.62K- 12.77% |
$264K - $277K
|
58.9K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-8.65K- 13.63% |
$265K - $278K
|
54.8K
$1.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-8.7K- 54.84% |
$267K - $280K
|
7.17K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.18K- 52.63% |
$281K - $295K
|
8.27K
$269K
|